Realta Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Realta Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$436K	Sell	2,977 -53	-2%	-$7.3K	0.14%	142
2026 Q1	$388K	Sell	3,030 -563	-16%	-$76.2K	0.13%	141
2025 Q4	$492K	Buy	3,593 +2,869	+396%	+$401K	0.16%	127
2025 Q3	$103K	Buy	724 +247	+52%	+$34.9K	0.03%	209
2025 Q2	$66.2K	Sell	477 -454	-49%	-$57.4K	0.03%	217
2025 Q1	$109K	Buy	931 +147	+19%	+$18.9K	0.05%	204
2024 Q4	$102K	Buy	784 +777	+11,100%	+$98.8K	0.04%	220
2024 Q3	$854	Buy	+7	New	+$783	﹤0.01%	348
2023 Q4	–	Sell	-562	Closed	-$54.3K	–	616
2023 Q3	$54.3K	Hold	562	–	–	0.01%	525
2023 Q2	$54.3K	Buy	+562	New	+$51.2K	0.01%	555
2023 Q1	–	Sell	-454	Closed	-$37.9K	–	629
2022 Q4	$37.9K	Buy	454 +71	+19%	+$5.98K	0.01%	576
2022 Q3	$30K	Buy	+383	New	+$33K	0.01%	582
2020 Q1	–	Sell	-746	Closed	-$56K	–	860
2019 Q4	$56K	Hold	746	–	–	0.02%	635
2019 Q3	$53K	Hold	746	–	–	0.01%	658
2019 Q2	$54K	Buy	746 +596	+397%	+$41.5K	0.02%	650
2019 Q1	$10K	Buy	+150	New	+$9.63K	﹤0.01%	906

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Realta Investment Advisors's IWP Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $7.3K and leaving 2,977 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #142.

Realta Investment Advisors first reported a position in IWP in Q1 2019 and has held it in 16 quarters since. The position peaked at $492K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Realta Investment Advisors held 2,977 shares of iShares Russell Mid-Cap Growth ETF worth $436K as of Q2 2026.
Realta Investment Advisors sold 53 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.3K.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Realta Investment Advisors's portfolio in Q2 2026, its #142 holding.
Realta Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 16 quarters since.
Realta Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $492K in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.